NVIDIA still consumes most HBM supply in 2027e
@MelvinInvests's chart drew 18.1K views on X: #37 of 41 business charts about the 10 largest tech stocks we read. Read Oct 14, 2026.
NVIDIA's HBM demand is projected to be 2,250,000 k GB in 2027e, which is the largest share among the listed companies for that year, followed by Google at 2,000,000 k GB.
NVIDIA still consumes most HBM supply in 2027e
The numbers
0 of 40 numbers are printed on the original chart; the rest are estimates read off its axis. Read off the image by our vision model; check the original before you quote one.
| Label | Series | k GB | How we know |
|---|---|---|---|
| 2023 | NVIDIA | 250000 | estimate |
| 2023 | AMD | 50000 | estimate |
| 2023 | Habana | 20000 | estimate |
| 2023 | 30000 | estimate | |
| 2023 | Tesla | 10000 | estimate |
| 2023 | Microsoft | 10000 | estimate |
| 2023 | Other GPU/ASIC | 10000 | estimate |
| 2023 | AWS | 10000 | estimate |
| 2024e | NVIDIA | 600000 | estimate |
| 2024e | AMD | 100000 | estimate |
| 2024e | Habana | 30000 | estimate |
| 2024e | 50000 | estimate | |
| 2024e | Tesla | 20000 | estimate |
| 2024e | Microsoft | 20000 | estimate |
| 2024e | Other GPU/ASIC | 20000 | estimate |
| 2024e | AWS | 20000 | estimate |
| 2025e | NVIDIA | 1350000 | estimate |
| 2025e | AMD | 200000 | estimate |
| 2025e | Habana | 50000 | estimate |
| 2025e | 150000 | estimate | |
| 2025e | Tesla | 50000 | estimate |
| 2025e | Microsoft | 50000 | estimate |
| 2025e | Other GPU/ASIC | 50000 | estimate |
| 2025e | AWS | 50000 | estimate |
| 2026e | NVIDIA | 2150000 | estimate |
| 2026e | AMD | 300000 | estimate |
| 2026e | Habana | 70000 | estimate |
| 2026e | 700000 | estimate | |
| 2026e | Tesla | 100000 | estimate |
| 2026e | Microsoft | 100000 | estimate |
| 2026e | Other GPU/ASIC | 100000 | estimate |
| 2026e | AWS | 100000 | estimate |
| 2027e | NVIDIA | 2250000 | estimate |
| 2027e | AMD | 900000 | estimate |
| 2027e | Habana | 100000 | estimate |
| 2027e | 2000000 | estimate | |
| 2027e | Tesla | 150000 | estimate |
| 2027e | Microsoft | 150000 | estimate |
| 2027e | Other GPU/ASIC | 150000 | estimate |
| 2027e | AWS | 150000 | estimate |
Not investment advice. These pages show what other people charted and shared; check the company filings before you act on a number.
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